Adding Speakers and Inviting Them to the Speaker Portal

Speakers, like all stakeholders in the PheedLoop system, are an integral part of putting on an excellent event. If there is a case where speakers can’t register or you need to bulk import your speakers into the PheedLoop system, you can do this manually in the Event Dashboard.

1. Adding Speakers

Quick Tip - each Speaker must have their own unique email address. That is critical. This information will be shared with attendees. No emails will be sent unless you trigger the email (see below).

From the Event Dashboard, navigate Speakers > Speakers
Above the speakers table, select Create
Fill out First Name, Last Name, and Email Address
Under Sessions, select the sessions the speaker will be apart of
Under Advanced Options > Tags, select the tags designated to the speaker
Toggle on the Speaker is Visible, Show Profile in Website Directory, Show Profile in Website Card Array, Show Profile in App checkboxes
Select Save Changes

Note - each Speaker will also have a corresponding attendee profile created. Any changes to the speaker must be made in the speaker section of the dashboard.

2. Importing Speakers

From the Event Dashboard, navigate to Speakers > Speakers
Above the speakers table, select the cloud icon with the downward arrow
1. You will receive a CSV file template.
Fill out the CSV file template with the speaker(s) information
Above the speakers table, select the cloud icon with the upward arrow
Submit the file into Click or Drag to Upload section
Select Submit

Headings For the Speaker Upload Template

code	The code for the speaker. If you are creating a speaker, this field is not necessary to use. If you would like to edit an existing speaker, enter the code under this field. The speaker can be downloaded by selecting the download icon under Speakers > Speakers.
first_name	The first name of the speaker.
last_name	The last name of the speaker.
email	The email belonging to the speaker.
location	The address of the speaker.
title	The title of the speaker.
designations	Any designations belonging to the speaker can be entered under this column.
pronouns	Enter the preferred pronouns of the individual under this column.
address_phone	The phone number of the speaker.
company	The organization the speaker belongs to.
about	the biography for the speaker. Text entered here will appear under the About/Bio field.
personal_website	Enter the personal website of the speaker under this field.
company_website	Enter the organization website belonging to the speaker under this column.
twitter	Enter an url to the speaker's X (formerly Twitter) account under this field.
linkedin	Enter an url to the speaker's LinkedIn URL under this field.
instructions	Any instructions that an administrator would like to share with the speaker. Text entered here will appear in the instructions field in the Event Dashboard and in the Speaker Portal's Information page.
visible	Type TRUE to enable the Speaker is Visible checkbox. Type FALSE or leave as blank to keep this setting off.
is_visible_website	Type TRUE to enable the Show Profile in Website Directory checkbox. Type FALSE or leave as blank to keep this setting off.
is_visible_website_cards	Type TRUE to enable the Show Profile in Website Card Array checkbox. Type FALSE or leave as blank to keep this setting off.
is_visible_app	Type TRUE to enable the Show Profile in App checkbox. Type FALSE or leave as blank to keep this setting off.
tags	Enter any tag codes you wish to assign to speakers to. Tag codes can be found by selecting the download icon under Tags > Tags. For more information on speaker tags, please review our Adding Editing and Using Speaker Tags article.
sessions	Enter any session codes you wish to assign the speaker to. Session codes can be found by selecting the download icon under Sponsors > Sponsors. For instructions on creating sessions, please review our How to Add, Import and Edit Sessions article.
app_widget_enabled	Type true to enable the Enable App Widget checkbox. Type false or leave as blank to keep this setting off. For more information on widgets, please review our Customizing App Layout for PheedLoop Go! article.
order_num	Use this column to arrange the order for the speaker to appear in. For more information, please review our Reordering Sessions, Exhibitor and Sponsor in the Event Dashboard via the Import Tool article.

3. Inviting Speakers to Their Speaker Portal

From the Event Dashboard, navigate to Speakers > Speakers
Select the speaker or speakers you would like to invite to their speaker portal
Above the speaker table, select Actions > Welcome Email > Confirm
1. To learn more about the Speaker Portal email, read our article here.